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← Customer Feedback for Redtail Technology

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3 results found

  1. Task list

    102 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous shared this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    I would like to be able to complete a review like a task once we have contacted the client. It drives me nuts to have it remain on my calendar once we have contacted them.

    Anonymous supported this idea  · 

  3. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

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